PROS AI (Preview)
The PROS AI Sales Productivity Connector Extensions maximize your sales team's potential by seamlessly integrating PROS AI with Microsoft Copilot for Sales. This innovative connector streamlines your sales processes and enhances decision-making capabilities, providing a competitive edge in today’s dynamic business environment.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | PROS Support |
| URL | https://connect.pros.com/ |
| support@pros.com |
| Connector Metadata | |
|---|---|
| Publisher | PROS Inc. |
| Website | https://www.pros.com |
| Privacy Policy | https://www.pros.com |
| Categories | AI;Sales and CRM |
PROS AI
Unlock the full potential of your sales team with the seamless integration of PROS AI and Microsoft Copilot for Sales. Our innovative connector is designed to streamline your sales processes and supercharge your decision-making capabilities, giving you a competitive edge in today's fast-paced business landscape.
You will need the following to proceed:
- A PROS Smart Configure Price Quote (CPQ) for CRM license
- A Dynamics 365 Sales or Salesforce Sales Cloud license
- A Microsoft Power Apps or Power Automate license
- A Microsoft Copilot for Sales license
- The Power Platform CLI tools
The PROS AI connector uses OAuth 2.0 authentication.
For additional steps to set up authentication based on your CRM system, please reach out to PROS Support.
Contact PROS Support for more information.
A user must have a PROS Smart Configure Price license in order to use this connector.
The PROS AI connector is compatible with Dynamics 365 Sales and Salesforce Sales Cloud.
PROS Smart CPQ is a cloud-based, enterprise-class CPQ solution that enables sales teams to quickly and accurately create quotes for all types of products and services. It seamlessly integrates with CRM platforms like Dynamics 365 and Salesforce, providing a native user experience and leveraging the data and security features of these platforms.
Unlock the full potential of your sales team with the seamless integration of PROS AI and Microsoft Copilot for Sales. Our innovative connector is designed to streamline your sales processes and supercharge your decision-making capabilities, giving you a competitive edge in today's fast-paced business landscape.
The PROS AI connector enables users to integrate PROS AI with Microsoft Copilot for Sales, Power Automate and Power Apps.
The PROS AI connector uses OAuth 2.0 authentication.
The standard connector is designed for production use, while the preview connector (PROS AI PV connector) is intended for testing and provides early access to upcoming features. The preview connector connects exclusively to PROS Preview environments, allowing you to test configurations before updating the production environment.
Contact PROS Support for more information.
Contact PROS Support for more information.
Contact PROS Support.
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
| This action gets records related to a CRM record |
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales. |
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Entity or Object type in CRM for which related records are requested
|
recordType | True | string |
This input identifies the record type in CRM for which related records are requested. |
|
Unique identifier of the CRM record
|
recordId | True | string |
This input provides the unique identifier of the CRM record for which related records are requested. |
|
Number of records to fetch
|
top | integer |
This input indicates the number of related records to fetch. |
|
|
Number of records to skip
|
skip | integer |
This input indicates the number of records to skip when fetching related records. |
|
|
Valid values are Dynamics 365 and Salesforce
|
crmType | string |
This input indicates the type of CRM the related records are fetched from. |
|
|
Host name of the CRM organization
|
crmOrgUrl | string |
This input indicates the URL of the CRM environment the related records are fetched from. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
recordId
|
recordId | string |
This output uniquely identifies each related record returned by the action. |
|
recordTypeDisplayName
|
recordTypeDisplayName | string |
This output indicates the display name of record type of each related record returned by the action. |
|
recordTypePluralDisplayName
|
recordTypePluralDisplayName | string |
This output indicates the plural display name of the record type of each related record returned by the action. |
|
recordType
|
recordType | string |
This output indicates the type of each related record returned by the action. |
|
recordTitle
|
recordTitle | string |
This output indicates the title of each related record returned by the action. |
|
url
|
url | string |
This output indicates the URL of each related record returned by the action. |
|
additionalProperties
|
additionalProperties | object |
This output indicates additional properties as name-value pairs of each related record returned by the action. |
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of documentRecord |
List of related records from non-CRM application. |
|
hasMoreResults
|
hasMoreResults | boolean |
Indicates if there are more results available. |